My Completely Unscientific Q4 Stock Awards 🏆

My Q4 stock superlatives 😂👇

🏆 Most likely to go parabolic short-term:
Crypto names — $Robinhood(HOOD)$ $Coinbase Global, Inc.(COIN)$

💀 Most likely to wake up from the dead:
Drones — $Ondas Holdings Inc.(ONDS)$

😴 Most likely to be a sleeper pick right now:
China — $Alibaba(BABA)$

🤯 Most likely to become the “how did we miss this?” trade:
Memory round two — $Astera Labs, Inc.(ALAB)$ $Micron Technology(MU)$

🐻 Most likely to trap the bears:
Rockets — $Rocket Lab USA, Inc.(RKLB)$

🤫 Most likely to quietly outperform:
Semiconductors — $Marvell Technology(MRVL)$

🥇 Most likely to surprise everyone:
Metals — gold & silver

🤡 Most likely to make me look like an idiot:
$SoFi Technologies Inc.(SOFI)$

🧑‍💻 Most likely to attract retail FOMO:
Trump trades — $Hyperliquid Strategies Inc(PURR)$ $Dell Technologies Inc.(DELL)$ $Intel(INTC)$

👑 MOST likely to be remembered as THE Q4 trade:
Crypto stocks.

From a risk/reward, momentum, attention, cultural relevance, resiliency after the Clarity Act setback, seasonality, and room-to-run perspective…

…it’s hard for me to be bearish on crypto stocks heading into Q4.

Obviously, don’t take these too seriously 😂

This is supposed to be fun.

I literally came up with this list off the dome while playing pickleball. 🎾

But I’m curious:

Which one do you think I’m completely wrong about? 👀

Markets are always moving - and sometimes, the best move is knowing what works for you.

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